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Awards
Showing 1 - 10 results of 18
News | Awards
Premium Client Portal Wins 2026 FinTech Breakthrough Award
March 19, 2026 – eMoney has been named Wealth Management Product of the Year in the 2026 FinTech Breakthrough Awards for its Premium Client Portal, recognizing its role in helping advisors deliver a…
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News | Awards
eMoney Wins 8 Stevie® Awards, Reinforcing Its Commitment to Client Success
March 6, 2026 – eMoney has been named a winner in the 2026 Stevie® Awards for Sales & Customer Service, earning eight awards that recognize the people and teams who power exceptional experience…
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News | Awards
eMoney Advisor Wins ThinkAdvisor 2025 Luminaries Award for Thought Leadership and Education
Dec. 12, 2025 | eMoney has been named a winner in the ThinkAdvisor 2025 Luminaries Awards in the Thought Leadership and Education category for The New Advisor Value Proposition Campaign…
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News | Awards
eMoney Advisor Wins 2025 Wealth Management Industry Award for Aggregation
Sept. 5, 2025 | eMoney has been named a winner in the 2025 Wealth Management Industry Awards for Account Aggregation in the Technology Provider category. eMoney received the recognition during a gala …
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News | Awards
eMoney Advisor Wins Three Bronze Stevie® Awards in 2025 for Great Employers
July 17, 2025 | eMoney has been named the Bronze winner of three Stevie Awards in the 10th annual Stevie Awards for Great Employers…
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Research | Awards
Planning Better Together Research
Discover the future of financial planning with our report, "Planning Better Together," to explore insights on collaboration and technology…
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News | Awards
eMoney Advisor Wins FinTech Breakthrough Award for My Plan Feature
March 19, 2025 | eMoney Advisor announced that its My Plan page on the Client Portal has been selected as winner of the “Wealth Management Innovation Award” in the ninth annual FinTech Breakthroug…
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News | Awards
eMoney Advisor Receives Three Stevie® Awards for Sales & Customer Service
March 6, 2025 | eMoney announced they have been named a winner of the 2025 Stevie® Awards for Sales & Customer Service in three categories…
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News | Awards
eMoney Wins Stevie® Award for Employee Engagement
Sept. 17, 2024 – eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, proudly took home the bronze award in the Employee Engagement category for…
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News | Awards
eMoney Wins Wealth Management Industry Award for Multi-View in Decision Center
Sept. 6, 2024 – eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, has been named a winner in the WealthManagement.com 2024 Industry Awards …
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